Micro ETL in the PowerPivot age

Although PowerPivot has many of the characteristics of an ETL tool, i.e. the ability to connect to disparate datasources, to filter that data and to transform it, it will still hit a brick wall when confronted by the typical data spewed out by operational systems. I’m sure this is by design as a sophisticated ETL tool is both complex to design and, probably even more relevant, is difficult to use.

Mind you, a few years back we IT pros would have said the same about front-end BI cube configuration, and behold today we have tools such as PowerPivot that prove that this doesn’t always hold true. Perhaps subsequent versions of PowerPivot will do the same for ETL as it has for BI cubes. In the mean time much of the necessary ETL will have to take place prior to loading into PowerPivot.  But where?

First off, what’s ETL?

The term ETL applies to one of the trinity of activities that have, over the last two decades or so, been at the heart of reporting/decision support systems. The other two terms: DW (data warehousing)  & BI (business intelligence), are sometimes used to refer to the whole process but can also be used to refer to two distinct sub-processes. Confused? Well, so you should be; these terms have been abused and redefined by scores of vendors over the years but for our purpose here we’ll stick to their roles as acronyms for the two of the  processes involved in the preparation & presentation of reporting data.

BI is the term now most commonly associated by non-IT folks with decision support systems, as it’s role is the most obvious i.e. front-end presentation and manipulation of data; the dashboards, pivots, charts, summary lists etc…

DW, data warehousing, is the term that most IT people who’ve been in the business for a while would use to describe the techniques, best practice etc. associated with this area. The heart of traditional DW was the data warehouse itself, a mighty repository of historical data optimized for reporting purposes. When DW as a concept started it was very rare indeed for operational (OLTP) systems to hold transactional data for more that a few weeks, usually just long enough to get through month-end.  Such specially built datastores’ days may be numbered as the data capacity of operational systems grow and the data munching ability of new ETL techniques (MapReduce for example) to transform vast amounts of data continues to increase.

ETL stands for Extract,Transform and Load; sometimes also styled, ELT, extract load & transform (PowerPivot would fall into this catergory). This is the process which traditionally swallowed most of the development budget in DW/BI projects (and kept me gainfully employed for years). It was the area where the dark arts of datasmiths collided with the often frightening reality of raw untamed data, with the added venom of corporate-politics-driven “data ownership” battles.  A messy business, and continues to be, even in these days of open data and open APIs.

ETL tools vary from text-editor written SQL to hugely expensive point’n’click ETL packages. Packaged ETL vendors promised (and continue to do so) that their tools would vanquish the dark arts of datasmiths with products that were so easy to use that the CEO would chip in with a few scripts to get the project finished. The reality was that IT types  found they had to learn yet another sub-optimal “language” and more often than not had to drop-down to “proper” languages to actually drive the thing to completion. ETL was (and still largely is) the preserve of IT.

The tools have improved a lot since those early days and open source has at least removed for some the 6 figure licensing costs from the equation. ETL, like programming in general, is hard, so get over it. Tools, basic knowledge of SQL and data modelling skills can help to make ETL approachable to non-IT types, but it still has the potential to make your head hurt.

So what’s a PowerPivot’r to do?

If your organisation already has a data warehouse in place you’re in luck as it’s quite likely a lot of the data you require will exist in the optimal PowerPivot import format, i.e. a star schema. You might be out of luck though, a significant percentage of DWs will not have used dimensional modeling and you could find yourself looking a complex OLTP like data model. In that case, and in the case of pulling the data directly from an operational system, you’re in the micro ETL business. Even if your IT infrastructure provides you with cleansed and understandable data, you’ll be faced with integrating external or shadow-IT data (probably one of the main reasons why PowerPivot appeals); again you’ll either need IT support or else you must learn how to do it yourself.

Long before the likes of PowerPivot appeared I regularly found myself  in need of a micro ETL toobox i.e. a set of tools that would enable me to quickly and cost-effectively prepare data for loading into some system or other. Nine out of ten times that system was an Excel PivotTable (the rest of the time it was usually a master data take-on task or some variation of systems’ commissioning). Although the consumers of my datasmithing services would most likely assume that I used Excel alone to perform these works of wonder, I usually had an Oracle database (along with its data loaders and superb PL/SQL language) as my secret ingredient. This combination of Excel and Oracle served me (and my clients) well, but it wasn’t the Oracle bit that gave me the edge; I could, and did, substitute SQL Server and MS Access for the SQL layer. The real trick was the combination of Excel’s flexibility/presentational strengths with SQL’s list handling power.

The problem with this approach was that the interface between the SQL engines & the spreadsheets often involved quite a number of manual steps, and the presence of database software (even MS Access) could not always be depended on. It took my discovery of SQLite to enabled me to finally combine the two worlds; microETL was born!

This combination of Excel, and an in-process SQL engine (provided by SQLite) with the added optional ability to call either VBA or Python scripts, has provided me with a hugely flexible and powerful micro ETL tool. Now, with the arrival of PowerPivot, I have both the micro ETL and micro BI tools to build cost-effective Excel-based decision support systems.

Being Excel based, means that the end result is delivered in a format that many business people are comfortable with; PowerPivot is designed very much with “civilian” datasmiths in mind. Likewise, microETL’s ability to use VBA, simple SQL and Excel formula to perform data transformations makes a large part (if not all) of the ETL process “civilian friendly”.

I’m not saying that everything I can do with microETL will be as easy for an non-IT datasmith; many datasources are either too difficult and/or extremely time consuming for end-users to navigate; but much of the business logic can be expressed in Excel terms with the highly technical or time-consuming tasks handled by SQL or VBA/Python/JavaScript. MicroETL is not only for once-off transformations but can also be used to automate ETL, report generation and refresh tasks (including refreshing PowerPivot itself).

So, if you’re thinking about utilising PowerPivot, but need help in preparing your data and automating the tasks involved, perhaps we should talk.

UPDATE:

I’m in the process of developing an off-shoot of mciroETL called HAMMER which I believe will be even more suitable as a micro ETL tool for the PowerPivot age. You can follow it’s progress here …

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One response to “Micro ETL in the PowerPivot age

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